+984.0%
RRX vs UTHR
+7,277.3%
-6,293.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.1% | -1.6% | +0.3% |
| 7D | +4.3% | -2.9% | +7.2% | +4.7% |
| 30D | -8.0% | -7.6% | -0.4% | -7.1% |
| 3M | -22.0% | -8.6% | -13.4% | -21.2% |
| 6M | -11.9% | +4.1% | -16.0% | -12.5% |
| YTD | +17.1% | +2.2% | +14.9% | +16.3% |
| 1Y | +14.9% | +26.2% | -11.3% | +10.9% |
| 3Y | +6.9% | +121.2% | -114.3% | -5.9% |
| 5Y | +19.6% | +136.5% | -117.0% | +3.1% |
| 10Y | +215.9% | +300.1% | -84.2% | +148.0% |
| All | +984.0% | +7,277.3% | -6,293.3% | +558.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded UTHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling